Curi RMB Capital’s Metropolitan Bank Holding Corp MCB Stock Holding History

Curi RMB Capital’s Portfolio MCB Stock Details MCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-40,000	Closed	-$1.39M	–	512
2023 Q2	$1.39M	Sell	40,000 -10,000	-20%	-$301K	0.05%	253
2023 Q1	$1.69M	Hold	50,000	–	–	0.06%	228
2022 Q4	$2.93M	Hold	50,000	–	–	0.1%	181
2022 Q3	$3.22M	Hold	50,000	–	–	0.12%	173
2022 Q2	$3.47M	Buy	+50,000	New	+$4.14M	0.12%	170
2019 Q1	–	Sell	-111,880	Closed	-$3.45M	–	866
2018 Q4	$3.45M	Sell	111,880 -15,300	-12%	-$564K	0.09%	239
2018 Q3	$5.23M	Buy	127,180 +14,800	+13%	+$689K	0.13%	197
2018 Q2	$5.9M	Sell	112,380 -5,800	-5%	-$284K	0.14%	182
2018 Q1	$4.98M	Sell	118,180 -77,380	-40%	-$3.46M	0.13%	223
2017 Q4	$8.23M	Buy	+195,560	New	+$8.4M	0.21%	139

Other funds holding MCB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PFP

Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Curi RMB Capital's MCB Position: Q3 2023 in Review

Curi RMB Capital sold out of Metropolitan Bank Holding Corp (MCB) in Q3 2023, closing a stake of 40,000 shares — an estimated $1.39M sold.

Curi RMB Capital first reported a position in MCB in Q4 2017 and held it in 10 quarters. The position peaked at $8.23M in Q4 2017. 103 funds tracked by Wall St. Rank hold MCB as of Q3 2023.

Curi RMB Capital reported no remaining Metropolitan Bank Holding Corp position as of Q3 2023 after selling out during the quarter.
Curi RMB Capital sold 40,000 Metropolitan Bank Holding Corp shares in Q3 2023, an estimated $1.39M.
Curi RMB Capital first reported a position in Metropolitan Bank Holding Corp in Q4 2017 and held it in 10 quarters.
Curi RMB Capital's Metropolitan Bank Holding Corp position peaked at $8.23M in Q4 2017.
103 funds tracked by Wall St. Rank held Metropolitan Bank Holding Corp as of Q3 2023.

Based on Curi RMB Capital's 13F filing for Q3 2023, filed 13 Nov 2023.